Shane Bradley Given SYM’s Client-First Service Award WINONA LAKE — SYM Financial Advisors announced Shane Bradley, CFP, MS, as the recipient of SYM’s Client-First Service Award. Each year, the Client-First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well …read more.

WARSAW — Alderfer Bergen and Company in Warsaw is pleased to announce that Jason Gergely, CFP has been authorized by the Financial Planner Board of Standards to use the Certified Financial Planner and CFP marks in accordance with CFP Board certification and renewal requirements. Gergely has been with Alderfer Bergen since 2014 and has been …read more.

PIERCETON — The financial responsibility of Pierceton is being handed over this January to the new clerk-treasurer, Jerry Kreger.

Jonathan Slocum, associate advisor with SYM Financial Advisors in Winona Lake, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP certification marks in accordance with board certification and renewal requirements. Slocum has worked at SYM since July of 2012 serving the financial needs of corporate …read more.